Katherine
Kerns

Credit Union Investment Services

CRD#6885563
Investment Advisor
in Huntersville, NC

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About this Advisor

Katherine Kerns is a financial advisor in Huntersville, North Carolina. Currently a registered financial advisor at Credit Union Investment Services, Kerns has 10 years of professional experience. Kerns maintains Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Kerns can serve customers based out of North Carolina. Throughout their career, Kerns has worked at State Employees' Credit Union, Secu Brokerage Services, Secu Life Insurance Company, Notary Public, Credit Union Investment Services and Members Trust Company. Credit Union Investment Services is located in Huntersville, North Carolina, and has 267 locations across the nation. In total, Credit Union Investment Services employs more than 540 people. None of the advisory firm's clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Credit Union Investment Services offers portfolio management for individuals and small businesses and educational seminars. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

10411 Arahova Dr.
Huntersville, NC 28078

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Credit Union Investment Services Brokerage Details

Total Number of Employees

540

NC Average: 22

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Katherine Kerns Work History

Katherine has 10 years of experience.

2019 - Present (2 years)

Members Trust Company

2018 - Present (3 years)

Credit Union Investment Services

2017 - Present (4 years)

Secu Brokerage Services

2017 - Present (4 years)

Secu Life Insurance Company

2014 - Present (7 years)

State Employees' Credit Union

2010 - 2014 (4 years)

Notary Public

Disclosures

Katherine Kerns has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Stephen Pierce
Raleigh, NC
John Tompkins
Hickory, NC
Brian Troskey
Southern Pines, NC
Amee Liddle
Mount Airy, NC
Philip Brown
Chapel Hill, NC
Laurel Ullman
Raleigh, NC
Benjamin Evans
Raleigh, NC
Katherine Hardy
Oak Ridge, NC

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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